updated
43 results Total investment of current selection: $ 1,964 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dow Inc | Pzena Investment Management | investment | United States | United States | North America | North America | $ 1,073 M | $ 1,073 M | ||||||
| 2 | Shell plc | Pzena Investment Management | investment | United States | United Kingdom | North America | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 294 M | $ 294 M | |||||
| 3 | Exxon Mobil Corporation | Pzena Investment Management | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 71 M | $ 71 M | |||||
| 4 | Petroleo Brasileiro SA – Petrobras | Pzena Investment Management | investment | United States | Brazil | North America | South America | Petrobras Global Finance BV | $ 64 M | $ 64 M | |||||
| 5 | The Williams Companies Inc | Pzena Investment Management | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 48 M | $ 48 M | |||||
| 6 | Civitas Resources Inc | Pzena Investment Management | investment | United States | United States | North America | North America | $ 46 M | $ 46 M | ||||||
| 7 | Sasol Ltd | Pzena Investment Management | investment | United States | South Africa | North America | Southern Africa | Sasol Financing (Pty) Ltd, Sasol Financing Pty Ltd, Sasol Financing USA LLC, Sasol Mining Pty Ltd, Sasol Financing International Ltd, Sasol Financing International Ltd/Isle of Man | $ 46 M | $ 46 M | |||||
| 8 | ArcelorMittal SA | Pzena Investment Management | investment | United States | Luxembourg | North America | Europe (EU) | $ 39 M | $ 39 M | ||||||
| 9 | Chord Energy Corporation | Pzena Investment Management | investment | United States | United States | North America | North America | $ 36 M | $ 36 M | ||||||
| 10 | Enel SpA | Pzena Investment Management | investment | United States | Italy | North America | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 31 M | $ 31 M | |||||
| 11 | Reliance Industries Ltd | Pzena Investment Management | investment | United States | India | North America | South Asia | $ 25 M | $ 25 M | ||||||
| 12 | MDU Resources Group Inc | Pzena Investment Management | investment | United States | United States | North America | North America | WBI Energy Transmission Inc, Montana-Dakota Utilities Co | $ 20 M | $ 20 M | |||||
| 13 | UltraTech Cement Ltd | Pzena Investment Management | investment | United States | India | North America | South Asia | $ 18 M | $ 18 M | ||||||
| 14 | Siemens AG | Pzena Investment Management | investment | United States | Germany | North America | Europe (EU) | $ 16 M | $ 16 M | ||||||
| 15 | Entergy Corporation | Pzena Investment Management | investment | United States | United States | North America | North America | $ 12 M | $ 12 M | ||||||
| 16 | TotalEnergies SE | Pzena Investment Management | investment | United States | France | North America | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ 10 M | $ 10 M | |||||
| 17 | China National Petroleum Corporation (CNPC) | Pzena Investment Management | investment | United States | China | North America | East Asia | SNPS-Aktobemunaygaz AO, PetroChina Company Ltd, CNPC Capital Co Ltd, KunLun Energy Company Ltd, CNPC General Capital Ltd, Petrochina Kunlun Gas Co Ltd | $ 10 M | $ 10 M | |||||
| 18 | BP plc | Pzena Investment Management | investment | United States | United Kingdom | North America | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 10 M | $ 10 M | |||||
| 19 | Mytilineos SA | Pzena Investment Management | investment | United States | Greece | North America | Europe (EU) | $ 8 M | $ 8 M | ||||||
| 20 | PTT Exploration and Production Public Company Ltd (PTTEP) | Pzena Investment Management | investment | United States | Thailand | North America | South-East Asia | $ 8 M | $ 8 M | ||||||
| 21 | Santos Ltd | Pzena Investment Management | investment | United States | Australia | North America | Oceania | Santos Finance Ltd | $ 8 M | $ 8 M | |||||
| 22 | Hyundai Motor Company | Pzena Investment Management | investment | United States | South Korea | North America | East Asia | $ 8 M | $ 8 M | ||||||
| 23 | Parex Resources Inc | Pzena Investment Management | investment | United States | Canada | North America | North America | $ 7 M | $ 7 M | ||||||
| 24 | Equinor ASA | Pzena Investment Management | investment | United States | Norway | North America | Europe (non EU) | $ 7 M | $ 7 M | ||||||
| 25 | Motor Oil (Hellas) Corinth Refineries SA | Pzena Investment Management | investment | United States | Greece | North America | Europe (EU) | $ 7 M | $ 7 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!